Skip to content
Disclosery

CAPITAL & PLANNING, LLC: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL & PLANNING, LLC on LLY, newest first. How the timeline and the estimate are built.

CAPITAL & PLANNING, LLC held 11,273 LLY shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,273 shares
    Change vs previous 13F +401 shares

    6.98% of the 13F portfolio, value $13,520,718.

    13F-HR 0001420506-26-002238 filed by CAPITAL & PLANNING, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 10,872 shares
    Change vs previous 13F +8,372 shares

    6.07% of the 13F portfolio, value $10,000,040.

    13F-HR 0001986152-26-000089 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,500 shares
    Change vs previous 13F -8,611 shares

    12.44% of the 13F portfolio, value $2,686,700.

    13F-HR 0001420506-26-000360 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,111 shares
    Change vs previous 13F +583 shares

    5.24% of the 13F portfolio, value $8,477,664.

    13F-HR 0001420506-25-002971 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,528 shares
    Change vs previous 13F +91 shares

    5.57% of the 13F portfolio, value $8,206,836.

    13F-HR 0001420506-25-002155 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,437 shares
    Change vs previous 13F +534 shares

    6.4% of the 13F portfolio, value $8,619,808.

    13F-HR 0001420506-25-001307 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,903 shares
    Change vs previous 13F not available

    5.59% of the 13F portfolio, value $7,645,495.

    13F-HR 0001986152-25-000011 filed by CAPITAL & PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).